New names & inbounds — first calls / evaluations · kept until you act (per your note)
8
Neon Cyber — Seed round open (RSA)
Cody · neoncyber.com
Jul 23
New
Redactable — data room access, decide
Pablo · PlusUltra Capital
Jul 23
Carried
QBitXforce — moat doc, decide next step
Lalit Ahluwalia · with Ben
Jul 24
Advancing
Spotlight — term sheet + deck follow-up
Katie Kuzin
Jul 24
Advancing
Karambit.AI — call confirmed Jul 28
Andrew Hendela
Jul 28
Advancing
Thoras AI — Series A call Jul 28
Nilo Rahmani
Jul 28
Carried
Salience Cybersecurity — GA traction update
Will Gragido
Jul 29
Carried
Mission Decisions — deck sent, not lead
Colin Hillier · via Bear
Jul 21
Carried
Events
Outside the office & worth attending — this week + upcoming (Boston-focused)
5
AI Cyber Alliance — Jul 29 (VG-hosted)
Jul 29 · Boston · via Will
Jul 29
This week
Genesis — Philly strategy session
Aug 5 · Philadelphia
Aug 5
Portfolio
Black Hat USA — Las Vegas (booked)
Aug 3-6 · Las Vegas
Aug 3
Going
Startup Boston Week — speaking Sep 18
Sep 18 · Boston (panelist)
Sep 18
Speaking
Agentic AI Summit — Boston Seaport
Oct 29 · via Zach tracker
Oct 29
Upcoming
Waiting on
1
Aurnov — reply on events/warm-lead ask
Immortal Security · Aurnov Chattopadhyay
6d
Personal
0
Patterns this session
0
Feedback "stop with xor. it's done. remove it." — Xor moved from Active Deals (open turndown action) to permanent Suppress. Xor no longer appears anywhere in this run's output.
standing
Pandorian follow-up appears resolved — technical deep dive ran Jul 23 with no further movement since; dropped from the matrix this run. Flag if it should be reopened.
exception
Q3 is empty this run — the usual scheduling/admin churn (Compyl and Assail board-date back-and-forth) resolved into final locked dates without needing separate Q3 action items.
exception
Signal: Black Hat event-registration noise is extreme this week (~20+ Luma/registration-pending emails in 7 days, all correctly suppressed). Consider a standing rule to auto-suppress senders matching *.luma-mail.com / calendar-invite@lu.ma or subjects containing "Registration pending/approved" ahead of future conference weeks.
signal
New Q1 activity: Assail Q3 board pt.2 (Thu Jul 30) and QBitXforce moat-doc response now surfaced as fresh items; Genesis board (today) and SpartanX warrant carried forward with continued urgency.
exception
Notes for next run
Corrections · personal todos · work items to add · things to suppress · anything. Cowork reads this before the next run and sorts it out.